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ORG Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

ORG Partners’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$24.9K Hold
430
– – ﹤0.01% 749
2025
Q3 		$24.6K Buy
+430
New +$24.2K ﹤0.01% 751

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

ORG Partners's SPMD Position: Q4 2025 in Review

ORG Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2025 at 430 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

ORG Partners first reported a position in SPMD in Q3 2025 and has held it in 2 quarters since. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • ORG Partners held 430 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $24.9K as of Q4 2025.
  • ORG Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #749 holding.
  • ORG Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.